Beta Scheduling

Beta Scheduling

Overview: Scheduling Navigation using beta schedule platform (New & Established)

Audience: Front Office Support

 

      To schedule:

                  1.     Select “scheduling” from patient task bar in Quickview > “Schedule Appointment “

            

            2.     Select the provider’s name from the provider tabs.

            3.     Select the desired appointment date from calendars on left hand side.

      4.     Select the slot associated with the start time of the desired appointment > Select “Book Appointment”. 

      

      

      5.     Confirm “Patient Details” to the left of the screen including primary and secondary insurance.

           6.     Scroll to “Appointment Details” and select the appropriate “Appointment Type” > select any “Existing Authorizations” that apply. 

        

            7.     Scroll to “Booking Details” and add reason for visit into the “Note” field (for new appointments).

            8.     Select “Review”

            9.    Select “Book Appointment”

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